WhatsApp CRM Integration guide

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WhatsApp has been around for many years. In that time, it has become one of the leading chat platforms for communication around the globe.

People use it to check on their family, friends, or work. All you need to use the service is a stable internet connection.

Today, the app has over 2.7 billion active users worldwide. Because of this massive number of clients, businesses saw an opportunity with WhatsApp.

They discovered they could use it to communicate with their audience in real-time. That’s where Customer Relationship Management (CRM) comes into play.

So, if you’re wondering about WhatsApp CRM integration, you’ve come to the right place. In this article, we’ll walk you through everything you need to know about the service.

We’ll also cover the business benefits of the integration.

WhatsApp CRM Integration Overview

Before we jump into the benefits of the service, there are a few basics you need to know. To help you understand this, let’s take a look at how CRMs work.

Companies are constantly on the lookout for ways to improve client communication. They want an easy, reliable method to send messages to consumers all over the globe.

This can be a little challenging when you’re not sure how to reach the clients.

So, instead of wasting time, effort, and resources on creating a new platform, they can use WhatsApp. Businesses can capitalize on the app’s massive database of clients.

That’s when CRMs come into play. It’s a service that allows companies to communicate with consumers directly.

So, businesses can use the app’s popularity to stay in touch with clients.

They can send messages, short videos, or even voice memos. This will allow them to manage customer interactions directly on WhatsApp.

Implementing WhatsApp CRM Integration

To seamlessly integrate WhatsApp with your CRM, follow these steps using the TimelinesAI app:

Start by signing up on the TimelinesAI platform.
After registering, you’ll be able to generate a QR code.
Connect Your WhatsApp Number. Simply scan the QR code to connect your WhatsApp account. You can connect multiple WhatsApp numbers.

TimelinesAI offers built-in integration for the following CRMs:

– Hubspot WhatsApp integration

– Pipedrive WhatsApp integration

– Zoho WhatsApp integration

– Monday WhatsApp integration

If you’re using a different CRM system, don’t worry. TimelinesAI supports integration with other CRMs through webhooks or APIs. The entire process is user-friendly, ensuring a smooth experience with just a few clicks. No coding expertise is needed.

Business Benefits of Integrating WhatsApp to CRMs

Now that you know what CRMs are and how to sign up, we can move on to the benefits. This service can provide businesses with a wide range of advantages.

In this section, we’ll cover the most notable ways the integration can help.

1. Enhances Customer Engagement

The main benefit of WhatsApp CRMs is that they enhance client engagement. With the platform, you’ll be able to message your customers directly from any CRM that you use.

This allows you to explain your services in detail. Plus, you can share any news of new products or promotions that you may be holding.

On top of that, the clients will get a chance to reply to your communications and voice their opinions.

That’ll lead to your consumers feeling like they’re a part of your company’s family. So, clients will be more likely to invest in your products or services.

2. Improves Customer Support

Customer support is a crucial part of any company. Businesses rely on the department to ensure clients are happy with the service.

Yet, keeping track of all support interactions can be tricky. This is especially true if you run a large company with thousands of clients.

Fortunately, WhatsApp CRM can help with that. The service will allow you to manage any client concerns with a few clicks of a button.

You’ll also be able to send them status updates on their issue in a flash. Plus, you can send progress and resolution reports.

This will allow clients to stay in the loop without calling customer support several times.

3. Simplifies Order Tracking

Order tracking is essential if you’re constantly shipping products to clients. It allows customers to follow the location of their items anywhere in the world.

This gives them peace of mind and helps them create plans based on delivery dates. Yet, clients will need to stay in continuous contact with customer support.

That way, they’ll ensure there aren’t any delays. Sadly, this can tie up your phone lines.

So, to free up your support agents, you can use WhatsApp CRMs. You’ll be able to automate notifications about the locations of orders.

Plus, you can send all sorts of information. For instance, users can dispatch order confirmations and delay alerts.

4. Collects Customer Feedback

Companies are always on the lookout for ways to improve their services. This will help them grow their client database and future sales.

So, most businesses will pay close attention to customer feedback. However, it’s tricky to stay on top of all the suggestions.

That’s because clients will use various platforms to voice their concerns. For that reason, it can take a lot of time and effort to analyze each comment.

Luckily, WhatsApp CRMs can take care of this issue. You can send an automated message and ask all the customers in your database for feedback.

5. Helps With Marketing Campaigns

Brands usually announce products months before they’re available on the market. That’ll create hype around the items and improve brand awareness.

Yet, over time, clients will forget about the product. So, you’ll need to continuously remind them of what they’re missing out on.

This process is incredibly simple with WhatsApp CRMs. The service can automate a drip marketing campaign.

That means it’ll periodically send WhatsApp reminders on a scheduled timetable. In the long run, this can improve your client conversion rate.

6. Personalized Customer Interactions

Messaging platforms can be quite impersonal. Since you don’t get to interact with the clients face-to-face, it’ll be difficult to build a connection.

So, to avoid this issue, you can rely on WhatsApp CRM personalization. With the service, you can reach out to specific clients and use their first names. Elevate your CRM experience by leveraging personalized communication. With CRM workflows, you can dispatch tailor-made WhatsApp messages directly to your contacts.

Alternatively, for a more integrated approach, consider utilizing the Native WhatsApp and Zapier integration.

This will help create a sense of familiarity between you and the customers. Plus, you can include other information like past orders and current status.

That’ll do wonders for streamlining your operations.

7. Provides Marketing Insights

WhatsApp CRM integration can boost sales productivity. That’s because it’ll allow your sales team to nurture potential clients.

It’ll supply you with data on their buying habits and product preferences. Then, you can use this information to formulate a marketing strategy.

On top of that, the service can help generate leads. Companies will send out catalogs and images of their recent products.

This will make drumming up business a walk in the park

8. Assigns Labels to Clients

If you have thousands of clients, keeping them all straight is next to impossible. So, you’ll need to rely on tools to help you categorize your customers.

That’s when WhatsApp CRM integration comes into play. The platform will assign labels to each client to make finding them a flash simple.

For example, you can choose titles like “New Customer” or “Payment Pending”. That way, you can classify a client with a single glance.

Choosing the Right Platform for WhatsApp CRM Integration

There are quite a few CRM platforms on the market. So, choosing one can be a little tricky.

At this point, you should know all the ways that WhatsApp CRM integration can help you. With that out of the way, we can discuss how to choose the right platform.

Here are the factors you should consider.

1. Ease of Use

The first aspect you should look out for is ease of use. You have to ensure that the platform is user-friendly enough for your entire team to utilize.

As luck would have it, TimelinesAI provides a seamless integration process. That means your workers won’t need to go through extensive training.

This can save you a lot of money and effort.

2. Cost and Expenses

CRM platforms come with a wide variety of features at many price points. Some of them can be incredibly expensive, while others are more on the affordable side.

You can also choose to integrate WhatsApp on your own to cut down on costs. Yet, this will require a high level of technical know-how.

So, before you look for a service, you should decide how much you’re willing to spend. This will help you narrow down your options.

3. Business Goals

As we mentioned, CRM platforms come with a wide variety of features. This means they’re not all equal.

So, you must check the tool list of services before signing up. That way, you can ensure that it’ll be able to help you with all the tasks you need.

4. Updates and Support

Businesses have continuously evolving needs and goals. Because of that, the platform you choose should reflect a growing organization.

That’s why it’s a good idea to choose a service that gets regular updates. This will allow it to keep up with your activity.

Plus, customer support is crucial. You’ll need a guide to ensure you’re getting the most out of the platform.

5. Compatibility

Compatibility is a major deciding factor when it comes to WhatsApp CRM integration. You have to ensure that the platform will work with the systems you have in place.

To make your life easier, our product is in tune with several services. It has native integrations with countless apps.

These include:

Integration with other CRM with Public API and webhooks

TimelinesAI offers seamless integration with your favorite CRM platforms, thanks to our robust Public API and webhook capabilities.

Streamline your sales pipeline and effortlessly manage leads and deals, all while staying connected with your customers on WhatsApp. You can additionally integrate WhatsApp with the following CRMs:

Our integration isn’t limited to these CRMs. We offer WhatsApp integrations with a wide range of CRM systems, ensuring that you can choose the one that suits your business best.

Wrapping Up

WhatsApp CRM integration is an exceptional tool for streamlining customer communications. With the service, you’ll have access to many tools that’ll help you stay in touch with clients.

This can have many benefits. For instance, it’ll enhance customer engagement and improve client support.

Other than that, it can provide marketing insights and refine internal communication.